Lokken Investment Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.44M | Sell |
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|
2025
Q2 | $2.39M | Buy |
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|
2025
Q1 | $2.05M | Sell |
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|
2024
Q4 | $2.27M | Sell |
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|
2024
Q3 | $2.16M | Buy |
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|
2024
Q2 | $1.69M | Buy |
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|
2024
Q1 | $1.39M | Buy |
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|
2023
Q4 | $1.17M | Buy |
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|
2023
Q3 | $1.12M | Buy |
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|
2023
Q2 | $1.1M | Buy |
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|
2023
Q1 | $923K | Buy |
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|
2022
Q4 | $813K | Buy |
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|
2022
Q3 | $741K | Buy |
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|
2022
Q2 | $686K | Buy |
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|
2022
Q1 | $836K | Sell |
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|
2021
Q4 | $843K | Buy |
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|
2021
Q3 | $795K | Buy |
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|
2021
Q2 | $776K | Buy |
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|
2021
Q1 | $712K | Buy |
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|
2020
Q4 | $756K | Buy |
|